As Director of Wealth Services, John coordinates the delivery of fiduciary wealth management solutions and investment research for The Otto Group. Utilizing our team of professionals, his key focus is to balance client goals and objectives with risk management and portfolio due diligence for high-net-worth individuals and families. Given John’s vast experience, he quickly integrated within the practice and is working alongside clients in all components of portfolio management, risk mitigation, and our full advanced planning offering.

John has over 36 years of fiduciary wealth management experience and graduated from the Warrington College of Business at The University of Florida with a BSBA with a concentration in Finance.

A nearly 30-year resident of Sarasota, John enjoys spending time with his wife Amy and their yellow lab. He has enjoyed the culinary arts since a child and has grown into quite an accomplished cook in the kitchen. Further, he has played the drums since he was five years old and continues his love of music every day.

To navigate through this perpetually changing and complex economic environment, our wealth management team looks beyond cookie-cutter ideas that are often non-specific to the uniqueness of each relationship. We seamlessly leverage the collective experience and knowledge of our team and custom tailor solutions specific to each client relationship. Collaboration alongside consistent and effective communication with clients and their trusted advisors is essential in delivering the highest-level client experience.

Our foundation for achieving an exceptional client experience and trusted goal-oriented outcomes are built around the following tenants:

• Thoughtful wealth management solutions toward the establishment of investment strategies and implementation of asset allocation objectives

• Purposeful guidance throughout our 10-point advanced planning approach toward achieving financial wellness

• Uncompromising adherence and compliance toward stated relationship goals, objectives, and investment policy

• Timely and thorough monitoring, management, and communication of all aspects of our fiduciary process and underlying investment solutions